Onboarding Specialist

Position:

Onboarding Specialist Reports To:

OnBoarding Excellence/Customer Care Center Manager Indirectly Reports To:

Reports T o

This Position:

None FLSA Status:

Non-Exempt Role Summary:

Onboard our Digital products/services, including but not limited to, Online Banking for Southern Bank Consumer and Business Clients, Treasury solutions/products, review/process digital increase requests, setup/train Business Clients with Credit Card System, and process Online Account Opening Applications within designated Service Level Agreements. Specific Job Functions (Duties/Responsibilities) : Enhance the Consumer & Business Onboarding Digital Experience for both the Southern Bank employees and clients while mitigating risk. Field and complete all incoming requests for additional digital maintenance and access additions for existing profiles within set Service Level Agreements. Establish additional Treasury Service products as requested, such as Payroll Cards, Fraud Prevention, Remote Deposit Capture, ACH, etc. Establish requested access and train clients on the Business Credit Card system. Complete Treasury Service maintenances requested, such as administrative changes, entity/account additions, etc. Process Online Account Opening Applications - review applications for accuracy, ensure applications are booked correctly to Core, and decisioned appropriately. Communicate either to assigned branch and/or directly to new account holder. Bridge service quality gaps between Southern Bank Support Departments and frontline associates. Maintain in-depth knowledge of all Treasury Services Platforms, Credit Card System, Online Account Opening products, and Digital Solutions. Perform other duties as assigned.

JOB REQUIREMENTS

Knowledge/Skills/Abilities Required :

Maintain a professional, pleasant demeanor under pressure. Maintain up-to-date knowledge of all Bank services and products. Ability to handle detailed documentation. Excellent communication, both orally and written; good listening skills. Ability to effectively manage time and multiple priorities with minimal direct supervision. Must be able to organize daily workflow; manage multiple priorities. Ability to make sound decisions within proper authority and use good judgment based on policy and procedures. Excellent team player and business partner. Strong knowledge of Southern Bank Digital Services and Support Platforms. Superior computer skills, including but not limited to Microsoft Products, ticketing system, etc.

Education/Experience Requirements :

Bachelor's degree in business or a related field preferred Treasury Service Experience Digital Banking Acumen Credit Card Systems Minimum of three years Banking Experience